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Unison · 2 days ago

Investment Strategist

San Francisco, CA

Full-time

Hybrid

Mid Level

$100K/yr - $130K/yr

3+ years exp

Unison is a San Francisco-based company pioneering a smarter way to own a home. The Investment Strategist is responsible for creating and presenting client materials, conducting analyses, and collaborating with various teams to deliver client solutions in investment management.

Financial ServicesFinTechReal Estate Investment

Growth Opportunities

Hiring Manager

Matthew O'Hara

Responsibilities

Maintain a target list of all industry conferences

Construct client investment presentations

Maintain Institutional Sales and Marketing master client list via Salesforce

Build use cases for Unison’s assets with an understanding of how clients can use our asset and implement strategies

Be an expert on our company culture and brainstorm ways to reflect this in your team

Collaborate with Unison’s internal Portfolio Management, Research, Operations, Compliance/Legal and Consumer Teams

Monitor portfolio for alignment to goals-based investment policy, client suitability and regulatory compliance

Collaborate on investor-facing research and presentations to support the institutional sales and marketing effort

Become a SME on liability-driven investment strategy and ESG investing

Partner with internal stakeholders such as Research, Portfolio Management and Investment Operations to understand Unison’s business and deliver client solutions

Evaluate prospect and client portfolios including performance, risk, allocation, tax and/or attribution analysis

Qualification

Investment analysisPortfolio managementSalesforce CRMGoogle applicationsMicrosoft OfficeBloombergPreqinClient-facing presentationsDetail orientationSelf-motivationCommunication skills